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Sequences

Mails and timing

Write each mail in a sequence, set how many days it waits, and change the order without re-sending anything.

Each mail in a sequence is a step. It has a subject, a body, and a delay: how many whole days it waits after the mail before it. The first mail's delay counts from the day someone enters. Together the delays make the schedule, and the sequence page shows it as Day 0, Day 2, Day 7, and so on.

Add and write a mail

  1. Open the sequence from Mail > Sequences.
  2. Under Mails, click Add a mail, or click an existing mail's subject.
  3. Write the Subject and the body in the editor. Everything the broadcast editor does works here, merge fields included.
  4. In When it goes, set the delay. For the first mail it is Days after entering; for the rest it is Days after the previous mail. Use 0 to send the first mail as soon as someone enters, or to send a mail the same day as the one before.
  5. Click Save mail.

The strip across the top shows every mail in the sequence. Click one to move to it. Back to the flow returns to the sequence page.

Change the order

On the sequence page, use the up and down arrows beside a mail to move it. The days are worked out again from the new order. People already in the sequence get their next mail by the new order.

To remove a mail, click the bin beside it and confirm. Anyone waiting for that mail gets the next one instead.

What happens next

Saving a mail on a live sequence reaches everyone who has not had it yet. People who already got it are never sent the new version. Each mail is built when it is sent, so a change made today shows up in tomorrow's mail.

Things to know

  • A delay is in whole days, from 0 to 365.
  • Sequence mails read as letters: no masthead, and a footer that lets the reader stop just this series.
  • A mail with [[ double brackets ]] still has parts to write. It shows how many under Still to fill in, and the sequence cannot go live until they are written.
  • If the sequence has a sending window, a mail that falls due outside it waits for the window to open.
  • A mail with no subject or no words stops the sequence from going live.